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Avalara Help Center

How do I export certificate data from CertCapture?

Overview

You are preparing for an audit and need to export the customer number, customer name, expiration date, and tax id from your certificates.

Environment

Avalara CertCapture

Resolution

  • Go the the Search tab and select Certificate Search
    • ​To see certificates only for a certain state (or states) list that state in the Exposure Zone
  • Click Get Search Results
  • Click on Export Report at the top, Name the report and choose the format
  • Pick up the report > click on Your Name (upper right hand corner) > Download Center > Download
  • The export of the search results includes the customer number, name, tax id etc., all the information you need

 

 

 

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